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Dynamics AX product-related topics for project-based businesses such as consulting, accounting, advertising, and construction.

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  • Blog Post: Project WBS in AX 2012 R3 White Paper

    In addition to the set of R3 white papers that were published a few weeks ago , we have released a new one describing the Work Breakdown Structures in AX 2012 R3 . Quite a bit of work has gone into this area and I encourage you to check it out.
  • Blog Post: New AX R3 Project E-Learning Course

    As you probably know, we recently released Dynamics AX 2012 R3 with new capabilities for project-focused businesses. If you are reading this blog, you have probably gone through the existing Project Management and Accounting courses for Dynamics AX 2012 R2 (80316, 80317, and 80311). As we looked at the...
  • Blog Post: Business Process Library for Dynamics AX 2012 Professional Services

    I am excited to announce the availability of the professional services process model as part of Microsoft Dynamics Lifecycle Services ( https://lcs.dynamics.com/ ). You can see this new library under "Global libraries" on the LCS site and customize it or use it as the basis for your own library. ...
  • Blog Post: New AX 2012 R3 Project White Papers

    I'm happy to announce the availability of three new white papers covering new capabilities in Dynamics AX 2012 R3 Project Management and Accounting: Integration with Microsoft Project (Client) Project resource scheduling Timesheet audit trail and absence reporting for DCAA We will have...
  • Blog Post: Independent Sub-project Budgeting in AX 2012 R3

    One more feature in the budgeting area coming in Dynamics AX 2012 R3 is the ability to manage the budgets of sub-projects independently. In AX 2012 RTM and R2, initial budget creation and revisions were done at the project hierarchy level. A single set of budget lines applied to the parent project and...
  • Blog Post: Project Effort and Cost Tracking Views in AX 2012 R3

    In a previous post , I described some of the new features available for editing work break structures in Dynamics AX 2012 R3. In this post, I'll show the new project cost and effort tracking views that enable project managers to keep on top of the progress of their project. To demonstrate, I've created...
  • Blog Post: Dynamics AX Workflow Processor Demo Shortcut

    If you work with Dynamics AX, you are probably familiar with the Tutorial_WorkflowProcessor form. Many processes are driven by the workflow engine within Dynamics AX and in a production system, workflow tasks are executed by the"Workflow messaging processing" batch job. However, the minimum recurrence...
  • Blog Post: Intercompany Project Invoicing in AX 2012 R3 (Part 2)

    In my last post , I showed you how to set up the new intercompany invoicing for projects feature in the upcoming AX 2012 R3 release. I'll finish by show you how the transactions are actually processed. In my example, I'm an employee in Contoso Consulting USA (SUSB) working on a project in Contoso Consulting...
  • Blog Post: Intercompany Project Invoicing in AX 2012 R3 (Part 1)

    Since the initial release of Dynamics AX 2012 in late 2011, we have invested a lot to make projects easier to use in multi-company scenarios. In the 2012 feature pack, we enabled users to report time against projects in other legal entities. In the R2 release, we added the ability to resource projects...
  • Blog Post: More Project Budget Improvements in R3

    As I mentioned before, we made some improvements to project budgeting in AX 2012 R2 CU6 and CU7. We've got a few more coming in the upcoming R3 release. The first is a new option in the import form. As shown below, you can now import budget values directly from WBS estimates. Previously, you first had...
  • Blog Post: Project Contract List Page Improvements

    In the upcoming AX 2012 R3 release, we are making a few improvements to the project contract list page, as shown below. The first thing you will notice is the legal entity filter on the right side of the list. This is similar to the filter that we added to the projects list page in the R2 release...
  • Blog Post: AX Technical Conference Post-Event SI Training

    Planning on coming to the Dynamics AX Technical Conference in Bellevue, WA on February 3-5, 2014? If you are willing to stay a few extra days then mark your calendar for a post-event workshop for Microsoft Dynamics AX functional consultants working in service industries (professional services, construction...
  • Blog Post: WBS Templates in Dynamics AX 2012 R2 CU7

    Over the next few weeks, I'll be reviewing some of the improvements we made to Project management and accounting in the Dynamics AX 2012 R2 CU7 release . I'll start with the newly revamped Work Breakdown Structure (WBS) template editing experience: The first thing you will notice is that you...
  • Blog Post: Convergence EMEA Sessions available on Virtual Convergence

    I just got back from Barcelona where I was attending Convergence EMEA. I presented two sessions, Microsoft Dynamics AX 2012: Project Management and accounting and Microsoft Dynamics AX 2012: Increasing productivity for project-centric organizations with mobile solutions and Microsoft Office interoperability...
  • Blog Post: Dynamics AX 2012 Cumulative Update 7 is released!

    I'm very excited to announce that we have released Dynamics AX 2012 R2 Cumulative Update 7 (aka CU7) to CustomerSource and PartnerSource. This is the third CU released for Dynamics AX 2012 R2 (we skipped 2, 3, 4, and 5 to align with AX 2012 RTM CU numbering). For users of Project Management and Accounting...
  • Blog Post: New AX Companion App Blog

    Some of my team members created a new blog to share pertinent information for Dynamics AX companion app implementers and developers. Here is the site: http://blogs.msdn.com/b/axcompapp/ . Upcoming posts with cover the updates to the Windows 8 apps to support Windows 8.1 and a post on the expected...
  • Blog Post: Dynamics AX Project Management and Accounting Integration White Paper

    We just finished a white paper available that provides an overview of the ways that the Project management and accounting module and other modules in Microsoft Dynamics AX 2012 integrate and connect with one another. Please let me know if we missed anything or you would like us to add more detail in...
  • Blog Post: Windows 8 Apps for Dynamics AX

    Beautiful. Easy. Fun. When's the last time you used these words to describe your ERP system? For most users, interacting with business applications is tedious and challenging. But over the last few months, my team has been working to change these perceptions. And now we are ready to share the results...
  • Blog Post: Tweaks to Project Budget in AX 2012 R2 CU6

    In the forthcoming Dynamics AX 2012 R2 CU6 release, we made a few tweaks to the project budgeting form. First, we enabled multi-line delete in both the cost and revenue grids (it was previously one-at-a-time). This makes it much easier to clear out and start over when you are creating your budget. The...
  • Blog Post: Change to Project Ledger Posting Setup in AX 2012 R2 CU6

    In the forthcoming AX 2012 R2 Cumulative Update 6 (which, oddly enough, will be the one after CU1), we added a small feature to the Ledger Posting Setup in the Project Management and Accounting module. You can now specify the main account for project revenue postings based on the sales tax group. This...
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